True Wealth Design, LLC Purchases in Q1 2025

True Wealth Design, LLC

  • $263 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
STX
Seagate Technology Holdings PLC

Technology
14
+ 116.67%
$84.92 - $108.42 $1.19K - $1.52K
26 $2.21M
TRMK
Trustmark Corp

Financial Services
34
New
$32.92 - $38.83 $1.12K - $1.32K
34 $1.17M
GMS
Gms Inc.

Industrials
16
New
$70.36 - $86.13 $1.13K - $1.38K
16 $1.17M
RMR
Rmr Group Inc.

Real Estate
70
New
$16.65 - $20.37 $1.17K - $1.43K
70 $1.17M
ENSG
Ensign Group, Inc

Healthcare
9
New
$125.4 - $148.86 $1.13K - $1.34K
9 $1.17M
ATRO
Astronics Corp

Industrials
48
New
$15.6 - $26.5 $749 - $1.27K
48 $1.16M
SPXC
Spx Corp

Industrials
9
New
$128.78 - $154.37 $1.16K - $1.39K
9 $1.16M
CPK
Chesapeake Utilities Corp

Utilities
9
New
$116.55 - $130.37 $1.05K - $1.17K
9 $1.16M
ALV
Autoliv Inc

Consumer Cyclical
13
New
$87.68 - $102.7 $1.14K - $1.34K
13 $1.15M
Ge Healthcare Technologies I
12
+ 16.67%
N/A
84 $6.77M
OSBC
Old Second Bancorp Inc

Financial Services
68
New
$16.18 - $19.4 $1.1K - $1.32K
68 $1.13M
RLI
Rli Corp

Financial Services
14
New
$71.75 - $163.21 $1K - $2.28K
14 $1.13M
OSPN
One Span Inc.

Technology
74
+ 2466.67%
$15.25 - $20.23 $1.13K - $1.5K
77 $1.18M
INTU
Intuit Inc

Technology
2
+ 25.0%
$555.63 - $630.23 $1.11K - $1.26K
10 $5.88M
MSI
Motorola Solutions, Inc.

Technology
3
+ 37.5%
$411.73 - $482.1 $1.24K - $1.45K
11 $4.87M
BANC
Banc Of California, Inc.

Financial Services
78
New
$12.94 - $16.52 $1.01K - $1.29K
78 $1.11M
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
150
New
N/A
150 $1.11M
PJT
Pjt Partners Inc.

Financial Services
8
New
$135.97 - $177.59 $1.09K - $1.42K
8 $1.1M
NBN
Northeast Bk Lewiston Me Com

Financial Services
12
New
$89.03 - $109.56 $1.07K - $1.31K
12 $1.1M
SNDX
Syndax Pharmaceuticals Inc

Healthcare
90
+ 1285.71%
$12.29 - $16.38 $1.11K - $1.47K
97 $1.19M
MRNA
Moderna, Inc.

Healthcare
41
+ 820.0%
$28.35 - $47.53 $1.16K - $1.95K
46 $1.31M
TOST
Toast, Inc.

Technology
33
New
$32.61 - $41.98 $1.08K - $1.39K
33 $1.1M
Rb Global Inc
10
+ 111.11%
N/A
19 $1.91M
SPNS
Sapiens International Corp N V

Technology
40
New
$25.3 - $28.76 $1.01K - $1.15K
40 $1.08M
GLDD
Great Lakes Dredge & Dock Corp

Industrials
123
New
$7.67 - $12.44 $943 - $1.53K
123 $1.07M
BLZE
Backblaze, Inc.

Technology
221
New
$4.83 - $7.55 $1.07K - $1.67K
221 $1.07M
GFI
Gold Fields LTD

Basic Materials
8
+ 8.0%
$13.84 - $22.09 $111 - $177
108 $2.39M
Loar Holdings Inc
15
New
N/A
15 $1.06M
O
Realty Income Corp

Real Estate
17
+ 121.43%
$51.67 - $58.49 $878 - $994
31 $1.8M
NRC
National Research Corp

Healthcare
125
+ 108.7%
$12.8 - $18.73 $1.6K - $2.34K
240 $3.07M
CAG
Conagra Brands Inc.

Consumer Defensive
40
+ 133.33%
$23.9 - $27.67 $956 - $1.11K
70 $1.87M
SSTK
Shutterstock, Inc.

Communication Services
56
+ 5600.0%
$17.79 - $34.5 $996 - $1.93K
57 $1.06M
TTE
Total Energies Se

Energy
12
+ 48.0%
N/A
37 $2.39M
UTMD
Utah Medical Products Inc

Healthcare
23
+ 47.92%
$56.04 - $64.17 $1.29K - $1.48K
71 $3.98M
CPB
Campbell Soup CO

Consumer Defensive
27
+ 103.85%
$37.29 - $42.04 $1.01K - $1.14K
53 $2.12M
PCAR
Paccar Inc

Industrials
20
+ 14.39%
$96.91 - $112.51 $1.94K - $2.25K
159 $15.5M
WTS
Watts Water Technologies Inc

Industrials
5
New
$195.28 - $224.67 $976 - $1.12K
5 $1.02M
NEO
Neogenomics Inc

Healthcare
107
New
$9.09 - $18.61 $973 - $1.99K
107 $1.02M
URBN
Urban Outfitters Inc

Consumer Cyclical
29
+ 14.29%
$48.81 - $60.44 $1.42K - $1.75K
232 $12.2M
AZN
Astrazeneca PLC

Healthcare
1
+ 0.85%
$65.37 - $77.96 $65.4 - $78
119 $8.75M
CVLT
Commvault Systems Inc

Technology
3
+ 3.8%
$146.82 - $187.9 $440 - $564
82 $12.9M
LC
Lending Club Corp

Financial Services
98
New
$10.25 - $17.51 $1K - $1.72K
98 $1.01M
QTRX
Quanterix Corp

Healthcare
155
New
$6.51 - $12.08 $1.01K - $1.87K
155 $1.01M
ENS
Ener Sys

Industrials
11
New
$89.62 - $103.2 $986 - $1.14K
11 $1.01M
NUE
Nucor Corp

Basic Materials
8
+ 66.67%
$114.48 - $142.52 $916 - $1.14K
20 $2.41M
SAP
Sap Se

Technology
2
+ 9.52%
$241.4 - $293.69 $483 - $587
23 $6.18M
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
170
New
$5.53 - $9.09 $940 - $1.55K
170 $1M
APG
A Pi Group Corp

Industrials
28
New
$35.67 - $40.88 $999 - $1.14K
28 $1M
IT
Gartner Inc

Technology
3
+ 75.0%
$418.25 - $548.38 $1.25K - $1.65K
7 $2.94M
Activity Summary
Buys All Purchases 2154 New Holdings 1347 Increased Positions 807 Sells All Sells 381 Reductions 381 Sold out 0 Options Calls 0 Puts 0
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